Anthony Pellegrino
Advisor at Goldstone Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Goldstone Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Oakbrook Terrace, IL 60181
Credentials
Series 65
Industry experience
11 years
Anthony Pellegrino is a financial advisor at Goldstone Financial Group, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Goldstone Financial Group since 2015, and its predecessor GoldStone Financial Group since 2004. Outside of advisory services, he is a licensed insurance agent and is involved with Triad Partners, LLC, where he recruits and coaches insurance agents. He is also a minority co-owner of Nationwide Investment Solutions, LLC, which holds equity in Triad Wealth Partners, LLC. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm employs a documented investment process using a mix of fundamental, technical, and quantitative methods consistent with modern portfolio theory, including tactical ETF models and alternative strategies such as options-based and hedged approaches.
Based on Goldstone Financial Group, LLC
Based on Goldstone Financial Group, LLC
Financial planning services offered on agreed upon one-time fee basis; specific amounts outlined in Financial Planning Agreement.
$0 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 0.90% $3,000,001+: 0.65%
Commissions for insurance products sold by financial professionals acting as insurance agents; varies by product.
Financial planning services offered on hourly basis; specific rates disclosed in Financial Planning Agreement.
Account minimum: $250,000
18 W140 Butterfield Road, 16 Th Floor
Oakbrook Terrace, IL 60181
Illinois · Tennessee
Goldstone Financial Group, LLC
2015 - Present (11 years)
GoldStone Financial Group
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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